cochrane ab finance Jobs – 35 Openings This Week

Member Financial Advisor
Bow Valley Credit Union —Cochrane, AB
- From $65,000 a year
- Full-time
- Finance
- High school diploma or GED
- Computer networking
- Disability insurance
- Dental care
Quick apply
Remote Finance Manager Lead Closing Expert
Bow Ridge Sports & Marine Inc —Cochrane, AB
- $50,000–$150,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Budgeting
- Flexible schedule
Quick apply
Mortgage Associate (RECA Licensed) - Remote Opportunity in Alberta | Competitive Commission
Artisan Mortgages —Alberta
- $100,000–$300,000 a year
- Full-time
- Remote
- Bilingual
- CRM software
- English
- Flexible schedule
Quick apply
Mortgage Specialist
BMO Financial Group —Cochrane, AB
- Full-time
- Sales
- Customer service
- Analysis skills
- Tuition reimbursement
- Life insurance
Financial Advisor/ Senior Financial Advisor - West Springs
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
2d
Mortgage Specialist
BMO Financial Group —Cochrane, AB
- Full-time
- Sales
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
Financial Service Manager
Village Honda —Calgary, AB
- Full-time
- Sales
- Customer service
- In-person
- Employee assistance program
Quick apply
Financial Advisor/ Senior Financial Advisor - Crowfoot
Servus Credit Union —Calgary, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
10d
Automotive Finance Manager (Located in Calgary, AB)
Northstar Auto Group —Calgary, AB
- $90,000–$140,000 a year
- Full-time
- Sales
- Finance
- In-person
- Disability insurance
- Dental care
Quick apply
5d
Personal Banking Associate
TD Bank —Cochrane, AB
- $23.37–$31.20 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid time off
Financial Services Manager
Cochrane Toyota —Cochrane, AB
- Sales
- Communication skills
Quick apply
Advisor, Investment and Financing
Desjardins —Cochrane, AB
- Full-time
- Bilingual
- English
API / Microservices Developer – Financial Platforms - SJCAN
NavitasPartners —Cochrane, AB
- APIs
Quick apply
3d
finance manager
Ramesh Verma Realtor —Calgary, AB
- $36 an hour
- Full-time
- English
- Finance
- Master's degree
Personal Banker
BMO Financial Group —Calgary, AB
- $38,500–$71,000 a year
- Full-time
- Sales
- Customer service
- Analysis skills
- Tuition reimbursement
- Life insurance
Personal Banking Associate
BMO Financial Group —Calgary, AB
- $36,000–$54,500 a year
- Full-time
- Sales
- Customer service
- Analysis skills
- Tuition reimbursement
- Life insurance
10d
Executive Director of Finance & Corporate Services
Calgary Academy —Calgary, AB
- Full-time
- Analysis skills
- Accounting
- Leadership
- Disability insurance
- Dental care
Cybersecurity Governance, Risk & Compliance (GRC) Specialist – BFSI - 0604 AS #1
NavitasPartners —Cochrane, AB
- From $30 an hour
- Communication skills
Quick apply
3d
Director of Finance
Coulson Group —Canada
- Full-time
- Finance
- Master's degree
- Analysis skills
Quick apply
9d
Financial Analyst - Relocate to Port Hardy, BC
K'awat'si Consulting and Management Services —Canada
- $70,000–$95,000 a year
- Full-time
- Microsoft Excel
- Engineering
- Finance
- Wellness program
- Relocation assistance
Quick apply

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finance jobs near cochrane ab

Member Financial Advisor

Bow Valley Credit Union -
Cochrane, AB

Quick apply

Job details

Permanent | Full-time
From $65,000 a year

Qualifications

Post-secondary education
Finance
High school diploma or GED
Computer networking
Computer skills
Financial services
Business
Communication skills
Negotiation

Full job description

The Member Financial Advisor is responsible for growing BVCU’s portfolio by developing and maintaining relationships with members and potential members to proactively meet current and future financial needs with complete member financial solutions (including memberships and accounts, a full range of lending, and investment products/services).

The Member Financial Advisor actively participates in branch and community awareness and networking activities, having expert knowledge of all credit union financial products and services, and participates in increasing awareness of BVCU and identified business growth strategies and strategic planning.

KEY AREAS OF RESPONSIBILITY:

Member Experience

Creates a positive first impression and models exceptional service delivery at every member interaction through full discussion and understanding of the member's full financial profile
Identify member product and service gaps and recommend solutions

Retail Credit Activities

Conducts interviews with members and provides information on the full range of credit, and deposit products and services to recommend tailored solutions to meet their needs to support member needs
Provides decisions on the applications or refer applications to management/Lending Services for approval using approved limits
Completes all lending applications, renewals, extensions, alterations, and substitutions of security as established by policies and procedures and ensure that all documentation is error-free for approval within discretionary limits or makes recommendations for approvals/declines with little-to-no-coaching
Conducts routine loan audits as directed by reviewing loan reports and identifying further action required to address problem areas and initiates action in accordance with established procedures, including following up on delinquent accounts as directed

Member Relationships Activities

Actively seeks sales opportunities to achieve individual sales and profitability goals with current members, new member prospects including opening new memberships as well as personal/business account openings to build the existing book of business
Supports the achievement of annual branch goals and objectives through proactive promotion of BVCU’s complete range of products and services, participation in branch campaigns, and actively seeking potential cross-sell and/or referral opportunities (including to 3rd party partners) during interaction with members or potential members
Makes recommendations and processes appropriate documentation associated with the sale of all credit union products based on policies and procedures, ensuring application of appropriate rates and service charges
Proactively engages in business development including managing BVCU’s pipeline through lead and referral generation
Supports member retention, including reducing payouts and loss of overall Products Per Member
Completes new membership openings as well as account openings
Discusses and completes investment transactions (registered and non-registered)

CORE EFFECTIVENESS SKILLS:

Strong effective communication skills; both written and verbal
Good computer skills, able to pick up new and existing programs related to the job quickly
Strong critical thinking, problem solving, analytical, organizational, and multi-tasking skills, particularly focused on risk mitigation
First-rate influencing and negotiation skills
Strong attention to detail and strong aptitude for numbers
Excellent knowledge of the broader financial services industry and mortgage and retail lending market
Strong investigative skills for uncovering needs for both existing and potential members to support business growth
Committed to continuous learning and development

EDUCATION & QUALIFICATIONS:

Grade 12 diploma or equivalent; related post-secondary education in business, finance, or a related field is an asset
Experience helping members for a minimum five years, with a minimum of two years of advanced experience encompassing complex retail lending and investments; previous DNA experience is an asset
Proven ability to seek out and identify new business opportunities, and meet and understand the needs of existing and potential members
Strong knowledge of credit union operations, philosophies, principles, lending legislation, regulations, policies, procedures, products, and services as well as working knowledge of the Credit Union Banking System

THE FINE PRINT:

This position is on-site
Working Hours: Monday – Friday 8:45 am to 5:15 pm
Must be bondable and have legal authorization to work in Canada on a full-time basis for anyone other than current employer

APPLYING WITH BVCU:

BVCU is strongly rooted in the communities we serve and have built considerable success by delivering exceptional service and products to our members to help built a strong financial future. We take great pride in the communities and are committed to helping them thrive. Total compensation includes vacation, RRSP program, and benefits, including an HSA/WSA.

At BVCU, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, colour, religion, sex, and all other characteristic protected by law. We believe that diversity and inclusion is critical to our success, and we seek to recruit, develop, and retain our talent from a diverse candidate pool. The credit union reserves the right to change job accountabilities and responsibilities as business needs dictate.

BVCU thanks you for your application, but we will only be contacting successful applicants. Online applications only.

Job Types: Full-time, Permanent

Pay: From $65,000.00 per year

Benefits:

Casual dress
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
RRSP match
Vision care

Ability to commute/relocate:

Cochrane, AB T4C 2G4: reliably commute or plan to relocate before starting work (required)

Experience:

Lending: 2 years (required)
Financial services: 5 years (required)

Work Location: In person

Quick apply

Refine Your Search

finance jobs in cochrane ab

Member Financial Advisor

Remote Finance Manager Lead Closing Expert

Mortgage Associate (RECA Licensed) - Remote Opportunity in Alberta | Competitive Commission

Mortgage Specialist

Financial Advisor/ Senior Financial Advisor - West Springs

Mortgage Specialist

Financial Service Manager

Financial Advisor/ Senior Financial Advisor - Crowfoot

Automotive Finance Manager (Located in Calgary, AB)

Personal Banking Associate

Financial Services Manager

Advisor, Investment and Financing

API / Microservices Developer – Financial Platforms - SJCAN

finance manager

Personal Banker

Personal Banking Associate

Executive Director of Finance & Corporate Services

Cybersecurity Governance, Risk & Compliance (GRC) Specialist – BFSI - 0604 AS #1

Director of Finance

Financial Analyst - Relocate to Port Hardy, BC

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